千亿私募景林近日披露最新美股持仓明细。数据显示，去年四季度，景林大幅减持英伟达，并加仓谷歌、拼多多、英特尔等公司。 截至去年四季度末，景林的美股持仓总市值为40.4亿美元，较三季度末下降3.37%。前十大重仓股分别为：谷歌、Meta、拼多多、网易、满帮、富途、英伟达、阿里 巴巴、英特尔和亚朵。 减持方面，景林减持力度最大的个股是英伟达，去年四季度合计卖出154.09万股，减持幅度高达64.78%，英伟达在景林投资组合中的占比降至3.86%。景林卖出 Meta公司22.91万股，持股数下降18.68%，持仓市值占比下降4.01%。同时，景林也对涅比乌斯集团、标普生物科技ETF-SPDR、贝壳等做出减持。 去年底，景林资产管理合伙人、基金经理高云程在《2025年终给投资者的一封信》中指出，在AI、新能源、智能驾驶、人形机器人等新经济发展的前沿领域，中美 都在积极投资，相关公司在这个大浪潮中快速成长。在警惕泡沫或者过度投资的同时，我们也清晰地看到AI对各行各业的渗透和改造才刚刚开始。 高云程认为，对作为重要AI应用入口或者平台的公司都应该重视。能称为世界级入口或者平台型的公司大约也只有几家，例如谷歌、Meta、苹果 ...

据凤凰科技援引路透社的报道，知情人士称，英特尔和 AMD 已通知中国客户，服务器中央处理器 (CPU) 供应短缺。英特尔警告称，服务器 CPU 的交付周期可能长达六个月。供应紧张已导致英特尔服 务器产品在中国的价格普遍上涨超过 10%，但具体价格因客户合同而异。知情人士表示，中国市场在 英特尔全球总营收中占比超过 20%，目前其第四代及第五代至强 CPU 供应尤为紧张，英特尔已开始实 行配给制发货。他们补充称，这些型号产品积压的未完成订单量巨大，交付周期已延长，最长达六个 月。 责任编辑：钟离 财经频道更多独家策划、专家专栏，免费查阅>> ...

Group 1 - The China Academy of Space Technology has successfully transitioned the Land Detection Satellite No. 4 and the Ocean Salinity Detection Satellite into operational status, showcasing advancements in microwave remote sensing technology and enhancing China's observation systems in marine and disaster reduction fields [2] - The world's first 20-megawatt offshore wind turbine has successfully connected to the grid in Fujian, marking a significant milestone in China's offshore wind power capabilities, with a weight reduction of over 20% compared to industry averages and improved wind capture and power generation efficiency [2] - Intel and AMD have informed Chinese customers about CPU supply shortages, with delivery times potentially extending up to six months, leading to a price increase of over 10% for Intel's server products in China due to tight supply conditions [2] - The first domestically produced electric vertical takeoff and landing (eVTOL) aircraft has successfully completed its maiden flight in Chongqing, demonstrating an innovative design that allows seamless transition between land and air travel [2]

来源：智通财经网 根据美国证券交易委员会(SEC)披露，景林资产递交了截至2025年12月31日的第四季度持仓报告(13F)。 其在四季度大幅减持英伟达，谷歌升至第一重仓。 具体来看，景林资产第四季度持仓总市值为40.4亿美元，上一季度总市值为44.4亿美元。在第四季度的 持仓组合中，该基金新增1只个股，增持5只个股;同时清仓了3只个股，减持10只个股。其中，前十大持 仓标的占总市值的82.58%。 | 2025-12-31 | | | --- | --- | | 13F Activity | | | Market Value | $4.04b, Prior: $4.44b | | Inflows (Outflows) as % of Total MV | (-3.3728)% | | New Purchases | 1 stocks | | Added To | 5 stocks | | Sold out of | 3 stocks | | Reduced holdings in | 10 stocks | | Top 10 Holdings % | 82.85% | 在前十大重仓股中，Alphabet I ...

具体来看，景林资产第四季度持仓总市值为40.4亿美元，上一季度总市值为44.4亿美元。在第四季度的持仓组合中，该基金新增1只个股，增持5只个股;同时 清仓了3只个股，减持10只个股。其中，前十大持仓标的占总市值的82.58%。 | Market Value | $4.04b, Prior: $4.44b | | --- | --- | | Inflows (Outflows) as % of Total MV | (-3.3728)% | | New Purchases | 1 stocks | | Added To | 5 stocks | | Sold out of | 3 stocks | | Reduced holdings in | 10 stocks | | Top 10 Holdings % | 82.85% | 在前十大重仓股中，Alphabet Inc. (GOOGL.US) 位列第一，持仓约269.00万股，持仓市值约8.42亿美元，占投资组合比例为20.82%，较上季度持仓数量增加 约92.97万股。 智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2025年 ...

Group 1 - Vista Equity Partners is leading a new funding round of over $350 million for AI chip startup SambaNova Systems, marking a rare deviation from its traditional focus on enterprise software [2][3] - The funding round includes participation from existing supporter Intel, which plans to invest approximately $100 million, with a potential commitment of up to $150 million [2] - SambaNova is seeking funds to compete with market leader Nvidia and meet the growing demand for inference chips used in AI applications [2][3] Group 2 - Vista's investment in an AI chip startup is a notable shift for a firm that typically invests in enterprise software companies, having previously acquired Citrix Systems and Nexthink [3] - The software sector has faced pressure recently, with a sell-off erasing nearly $1 trillion in market value as investors reassess valuations amid AI's disruptive potential [3] - AI chip manufacturer Cerebras Systems raised $1 billion in a funding round, achieving a valuation of $23 billion, indicating increased interest in AI hardware [3] Group 3 - Discussions for Intel to acquire SambaNova for approximately $1.6 billion had stalled prior to this investment [5] - SambaNova was valued at $5 billion in a funding round led by SoftBank's Vision Fund in 2021, but has faced challenges and layoffs in 2024 [5] - The company has raised over $1 billion from investors since its inception in 2017 and has shifted its focus to AI inference and cloud services [5]

Private equity firm Vista Equity Partners is leading a new funding round of over $350 million in artificial intelligence chip startup SambaNova Systems, marking a rare departure from its traditional f... ...

格隆汇2月6日｜费城半导体指数大涨4.2%。其中，Arm涨超7%，迈威尔科技、AMD涨超6%，泛林集 团、柯磊、英伟达、应用材料、台积电涨超5%，英特尔、博通涨超4%，阿斯麦涨超3%。 | 代码 | 名称 | 涨跌幅 √ | | --- | --- | --- | | ARM | Arm Holdings | 7.24% | | COHR | Coherent | 6.94% | | MRVL | 迈威尔科技 | 6.47% | | AMD | 美国超微公司 | 6.39% | | LRCX | 泛林集团 | 5.95% | | KLAC | 科雷 | 5.62% | | ENTG | 英特格 | 6.05% | | NVDA | 英伟达 | 5.43% | | MPWR | Monolithic Power Sys | 5.64% | | AMAT | 应用材料 | 5.25% | | NVMI | Nova | 5.47% | | TSM | 台积电 | 5.02% | | INTC | 英特尔 | 4.80% | | AVGO | 博通 | 4.53% | | MTSI | MACOM Technolo ...

Intel (NASDAQ:INTC) finally had its moment to shine, thanks in part to the huge votes of confidence from the government as well as the GPU chip king Nvidia (NASDAQ:NVDA). ...

SAI总裁兼CEO约翰.纽菲尔(John Neuffer)表示："全球半导体行业在2025年创下历史最高销售额，接近 8000亿美元。2026年全球销售额预计将达到约1万亿美元。半导体是几乎所有现代技术的基石，AI、物 联网、6G、自动驾驶等新兴技术将持续推动芯片的强劲需求。" AI热潮已席卷芯片产业的几乎每个角落。纽菲尔透露，他在近期访问硅谷时，多家中小型企业高管均 对2026年市场前景表示乐观。 芯片需求旺盛 凤凰网科技讯北京时间2月6日，据路透社报道，美国半导体行业协会(SIA)周五表示，今年全球半导体 销售额预计将达到1万亿美元。 SIA称，2025年全球半导体销售额为7917亿美元，同比增长25.6%。这一迅猛增长预计将持续到今年， 因为全球各大科技公司正斥资数千亿美元建设AI数据中心。 数据显示，增长最快、同时也是规模最大的芯片类别，是英伟达、AMD和英特尔生产的先进计算芯 片。此类产品的销售额在2025年增长了39.9%，总计达到3019亿美元。第二大类别是存储芯片，在AI热 潮导致供应短缺的背景下，其价格大幅上涨。存储芯片销售额增长了34.8%，达到2231亿美元。 纽菲尔对路透社表示："我听 ...